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chrisyg712
Level 1

reports

Good afternoon,

How do I run a report using the category section of a bill or expense. This is the location that I use for expense type and need an end of the year report on expense types.

Thank you,

Chris G

Solved
Best answer March 18, 2021

Best Answers
MirriamM
Moderator

reports

Hello there, @chrisyg712.

 

I'm here to lend a hand in running the report you need. 

 

In QuickBooks Online (QBO), you can pull up the Transaction Detail by Account report and filter it specific vendor and transaction type. 

 

Here's how:

  1. In the left menu, click Reports.
  2. Type in Transaction Detail by Account in the search bar.
  3. Click the Customize button.
  4. Set the Report period and Accounting method.
  5. In the Rows/Columns section, select Vendor in the Group by drop-down button. Additionally, to show other information you need, click the Change columns link.
  6. In the Filter section, click the Transaction Type drop-down button and select Expense and Bill.
  7. Click the Vendor drop-down button and select the specific vendor.
  8. Click Run report.

To learn more about how to run a report in QBO, visit these articles:

If you need further assistance in managing your account, leave me a comment below. It's always a pleasure to help you. Take care.

View solution in original post

3 Comments
MirriamM
Moderator

reports

Hello there, @chrisyg712.

 

I'm here to lend a hand in running the report you need. 

 

In QuickBooks Online (QBO), you can pull up the Transaction Detail by Account report and filter it specific vendor and transaction type. 

 

Here's how:

  1. In the left menu, click Reports.
  2. Type in Transaction Detail by Account in the search bar.
  3. Click the Customize button.
  4. Set the Report period and Accounting method.
  5. In the Rows/Columns section, select Vendor in the Group by drop-down button. Additionally, to show other information you need, click the Change columns link.
  6. In the Filter section, click the Transaction Type drop-down button and select Expense and Bill.
  7. Click the Vendor drop-down button and select the specific vendor.
  8. Click Run report.

To learn more about how to run a report in QBO, visit these articles:

If you need further assistance in managing your account, leave me a comment below. It's always a pleasure to help you. Take care.

View solution in original post

chrisyg712
Level 1

reports

Sending a big huge Thank you to Mirriam M for your help with my report! You are an angel! Thank you so much.

Thank you for the step by step and also the references for in the future. Very much appreciated!


@chrisyg712 wrote:

Good afternoon,

How do I run a report using the category section of a bill or expense. This is the location that I use for expense type and need an end of the year report on expense types.

Thank you,

Chris G


 

AlexV
QuickBooks Team

reports

We're glad that you're able to pull up the right report, chrisyg712.

 

If you need articles, references, or tips in managing your business, visit QuickBooks Q & A page.

 

QuickBooks Community is always available if you need our help. Just keep your posts coming.

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